Client Success & Financial Account Manager
Listed on 2026-10-07
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Finance & Banking
Wealth Management, Financial Sales
Vertis Wealth is seeking an Account Manager to be the backbone supporting Financial Advisors, Wealth Managers, and Attorneys. You will respond to client needs daily, manage calendars, and help with financial planning paperwork with zero errors.
This role emphasizes precise CRM documentation, building client referrals, and attending high-profile events. A strong client-service mindset and 2+ years in finance are preferred.
This is a great position to take on the Client Success & Financial Account Manager role at Vertis Wealth.
The Client Success & Financial Account Manager role at Vertis Wealth is now open for applications in Chicago, IL, United States.
Join us at Vertis Wealth as our next Client Success & Financial Account Manager in Chicago, IL, United States.
We are currently recruiting a Client Success & Financial Account Manager for our team in Chicago, IL, United States.
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